Providing perspective for today’s technology leaders

Rob Enderle

The Enderle Group provides an unparalleled look inside breaking technology events to identify the core reasons that buyers and builders of technology should care.

Rob’s IT Business Edge Blog

  • Broadcom Qualcomm Merger: A Tragedy in Four Acts Nov 10 As some of you likely recall, I used to run an acquisition clean-up team for a time at IBM. Since then, I've consulted on acquisitions and been part of several them, both good and bad. Elements of a good acquisition include a great disparity in size between the larger acquiring company and the smaller company being acquired, stability with the acquiring company, support on both sides for the acquisition, and a strong acquisition process that has been proven over time. Dell/EMC is the only large-scale acquisition I've been part of and it was successful. They didn't meet all four of these criteria, as EMC was massive but, offsetting this, Dell was private and they were 10 of 10 in the other categories. Now, you might argue that the HP/Compaq merger, which I also played a role in, was also successful, but given that it set up a sequence of events that cost the HP CEO, Carly Fiorina, her job, and it only worked because of a lengthy proxy fight and the skills of Compaq?s CEO, I don't consider it a true success, not the least of which the firm was recently broken up again.
  • Intel and AMD Coopetition: I Am Thinking Hell Just Froze Over Nov 6 I was briefed last week on a fascinating idea: Intel provides the CPU and much of the package technology and AMD provides a custom graphics core co-developed with Intel. The result is like AMD's APU, but with far higher performance, and the target market would be those who like to travel and game and engineers who would like a thin and light notebook with blazing graphics performance. Those products are coming but I think the more interesting thing is the relationship, not the product. This has the potential of being market shattering, so let me explain.
  • HP Takes Printers into Space: How Printing Became Relevant Again Nov 1 I had an interesting discussion with Enrique Lores, the head of HP's printer division, last week. He gave me the background on the November 1st announcement that HP has won the contract for a printer to go into the International Space Station. What is fascinating about this is that space travel is all about weight reduction and the elimination of consumables; almost everything must be recycled on the station because getting rid of the trash can be a tad more difficult than it is on the ground. This all happened under a broader discussion of HP's printer business, which has been growing in terms of supplies, and the firm's acquisition of Samsung's printer/copier unit, which closed this week. I think this all goes to a showcase on focus and how important that has been in the turnaround for that firm. In contrasting HP and HPE, HPE seemed to have all the material advantages, but HP has out-executed HPE, mostly because of a combination of focus and experienced executive staff.

More IT Business Edge blog posts »

Rob’s Articles

  • Intel/AMD vs. AMD vs.? : AMD's Not So Secret Super Power TG Daily | Nov 6 This has been an interesting month for AMD not only did they announce the availability of their Ryzen Mobile processor (mobile as in Notebooks and 2-in-1 tablets) but, in conjunction with Intel, they announced what may be the most amazing laptop part yet, a combined AMD/Intel offering that could redefine the high-end laptops space. This kind of looks like AMD will be competing against AMD in the laptop space but not really because the two efforts are going after distinctly different market segments. But both efforts are also uniquely significant, and the resulting products should provide interesting options for those of us that game but also want something that had decent battery life and isn't stupid heavy. Let's talk about what makes these new offerings unique from each other.
  • Dilbert vs. Trump: Why False Facts Have Power TechNewsWorld | Nov 6 We've been having a lot of interesting weeks since the presidential election, making more than a few of us wish for simpler times. One of the most interesting things I've read of late is by Dilbert creator Scott Adams, who predicted the election outcome and tied it to Trump's brilliant use of intentional false facts, which he used to dominate the news up to the election.
  • Apple vs. Qualcomm: Apple's Dangerous Gambit techspective | Nov 3 Apple and Qualcomm are at war, but Apple is dangerously close to looking like the bully who complains about his victim's violence because the bully's knuckles are bloody. "Look what that guy's face did to my hand!"
  • Surface Pro with LTE: changing a mindset Computerworld | Nov 3 If you find yourself on a laptop or tablet that is always connected in a year or so, you may have this new Surface product to thank for it.
  • The Amazon Echo: An iPod Without Steve Jobs TG Daily | Nov 2 One of the interesting discussions we analysts have from time to time is on the value of Steve Jobs. Apple's board at one time placed his value at around $10B but that was likely arbitrary, and Apple's valuation didn't correct, at least not yet, by this amount. (This is good because were Apple to correct it would likely take much of the US stock market with it as collateral damage). But if you look at Apple's launches both before and after Jobs you see a distinct lack of the same kind of excitement and Apple has had nothing like the massive growth that Jobs drove since his unfortunate passing. The closest thing to a full Apple like product didn't really come from Apple at all, but from Amazon, yet while the Amazon Echo is the market leader it doesn't enjoy the cult like following or the massive dominance that the iPod, and initially the iPhone and iPad, enjoyed. This isn't because the product is inferior, it isn't, it is because Jobs executed at a whole different level then and no one, including Apple, executes at that level today.

More articles »

Rob Enderle on…

Amazon

[Independent tech analyst Rob Enderle said the fact that Amazon did so well in the quarter leading up to the prime holiday shopping season suggests the firm will] "knock if off the rails" [as the year comes to a close.]

Amazon shares soar as earnings top expectations phys.org

Augmented reality

[Enderle thinks AR needs a killer app to achieve mass market, and time.] "It's much like Watson was with IBM. They build it but someone has to train it and the training takes time. AR is in that phase. We have viable hardware solutions and viable software solutions but now we need the data models. The data models are the gating factor."

Augmented Reality: Hype and Reality Datamation

Intel and its Q3 earnings

"IoT and non-volatile memory solutions groups showed almost unbelievable growth in the high double digits, and this shouldn't be a fluke. This likely reflects a continued massive migration away from rotating media like magnetic drives, and aggressive deployment by its partners of Intel's IoT solutions."

Intel moves higher on cloud, data center gains San Jose Mercury News

The Cisco and Google partnership

[Enderle said the partnership with Cisco will give Google more] "street cred" [and] "maturity" [with business customers.] "Cisco brings with them that they are truly an enterprise provider. They understand what large companies want and need."

Cisco and Google partner in effort to boost cloud services SF Gate

Marketing performance analytics company Kvantum

[Enderle said that Kvantum helps firms optimize their media spending, but] "it represents a real danger to firms like Facebook and Google who largely survive on the belief that marketing dollars on their platforms are effective but, more often, are not."

Kvantum helps target ad dollars using artificial intelligence San Francisco Business Times

Advising Services

The Enderle Group delivers customized advisory services to businesses based on their unique needs. Those services include:

  • Business operations review, assessment and guidance
  • Market and competitive evaluation and recommendations
  • Customer and vendor insight and market strategy
  • Marketing and product introduction counseling
  • New hardware and software testing and review

Profiles

Rob Enderle

An Internet search of media quotes validates Rob Enderle as one of the most influential technology pundits in the world. Leveraging world-class IT industry analysis skills honed at DataQuest, Giga Information Group, and Forrester Research, Rob seized upon the power of the information channel as a conduit to reach business strategists and deliver valuable, experienced-based insight on how to leverage industry advances for maximum business advantage.

As President and Principal Analyst of the Enderle Group, he provides regional and global companies with guidance in how to create credible dialogue with the market, target customer needs, create new business opportunities, anticipate technology changes, select vendors and products, and practice zero dollar marketing. For over 20 years Rob has worked for and with companies like Microsoft, HP, IBM, Dell, Toshiba, Gateway, Sony, USAA, Texas Instruments, AMD, Intel, Credit Suisse First Boston, ROLM, and Siemens.

Mary Enderle

Mary EnderleAs Enderle Group’s Branding and Web Design Consultant, Mary brings a depth of knowledge regarding brand-driven design, creation of brand management tools, creative direction and agency management. Mary was the worldwide corporate brand identity manager at Intel® Corporation, one of the top ten brands in the world. Under Mary’s leadership, her team was responsible for ensuring that all communications were consistent and reflected Intel’s values, to make sure that Intel would continue to rank among the top ten recognized brands worldwide. Mary also spent nine years managing the look and feel for Intel.com, consulting across many divisions on both creative and site usability.

After leaving Intel, Mary consulted with top tier companies on branding and web design including Dolby Laboratories, Gateway Computers, Advanced Micro Devices, Intel and Kodak Gallery.

Mary was the Brand Director and Affiliate Manager for CafeGive® for 1½ years, a startup that is focused on building a thriving community of nonprofit organizations and their advocates consumers and merchants dedicated to grassroots fundraising through ecommerce. CafeGive has evolved their focus to help nonprofits create social media campaigns for their causes. CafeGive Social is the easy to use platform that helps organizations and teams of all sizes create successful cause marketing campaigns.

 

Contact the Enderle Group

Advisory Services

Rob Enderle
Principal Analyst
renderle@enderlegroup.com
63081 Casey Place
Bend, OR 97703-9008
(408) 272 8560 Office
(408) 832 6326 Cell
(541) 382-3973 Hard Line
(408) 904 5274 Fax

Media Relations

Jessica Mularczyk
Public Relations Manager
mularczykpr@verizon.net
94 Allen Road
North Easton, MA 02356
(508) 498-9300 Office
(508) 230-5565 Fax

Sales

Fred H. Abbott
Business Manager
fhabbott@valleyviewventures.com
97 Mildred Circle
Concord, MA 01742
(978) 254-1639 Office
(888) 835 1861 Fax

Brand & Web Design Consultation

Mary Enderle
Brand Identity/Web Design Consultant
menderle@enderlegroup.com
63081 Casey Place
Bend, OR 97703-9008
(408) 272 8554 Office
(408) 839 6296 Cell

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